No matter what stage of life you’re at, a well-structured financial plan and investment strategy could make a real difference when it comes to living the lifestyle you want.
We can establish your present financial position and draw up a plan that will help you build wealth, achieve financial security and protect those that you care about the most.
☎ 08 9393 3770
✉ PO Box 4232
Harrisdale, WA, 6112
✉ Unit 5A
11 Erade Drive
Piara Waters, WA, 6112
Very open communication in words and terminology that I can understand; he doesn’t complicate things.
I was very happy and impressed by Simon, he went way beyond my expectations and I found the experience very worthwhile.
We found Simon to be very helpful and respectful of our position and easy to talk to. The service is to be commended, we could not wish for better. We found his knowledge in handling the affairs of our family to be over and above expectations.
Simon is always there to answer any questions or concerns that we may have. He deals with our finances as if they were his own. There is nothing that is too much trouble for our adviser – even travelling the 100km to come and see. We couldn’t ask for any better service!
Simon does everything plus more as our adviser and this is the type of service you want for family and friends too.
He keeps me informed, responds to queries promptly, reassures me and has my best interests taken care of.
Excellent Financial adviser.
Very satisfied with Simon’s direction and advice.
Any questions I have are only a phone call or email and reply the same day…very happy with the way my money is growing.
Simon has been very proactive and always keeps me up to date as a long distance truck driver I’m very hard to get hold of but he always keeps me in the loop. Compared to previous managers he is a breath of fresh air.
It’s what we’ve been missing for quite a long time, and the service that has been provided to date is of the highest quality.
Pleasant to deal with and seems to have our best interests at heart.
Excellent service and advice. I feel secure in the knowledge that my financial future is being looked after.
He is so easy to talk with and is very helpful when needed.
I have been satisfied with Infinity Wealth, our SMSF has been picked and is running very well due to their support, Thank You and well done.